Gift and Estate Taxes After Reform

Gifting Maximums Increased Many of our clients had been gifting (or receiving) the maximum $14,000 annual tax-free amount for years. For the first time in more than a decade, that maximum has increased and now stands at $15,000. The Tax Cuts and Jobs Act, signed into law in 2017, also nearly doubled the federal gift and estate tax basic exclusion amount to $11.18 million in 2018. Gift … [Read more...]

Planning for Remarriage

If you are thinking of marrying again... For those courageous enough to remarry, there are many financial questions to answer together. How will you combine finances? This issue gets thornier the older you are. You’ll want to create a financial strategy that considers the assets, liabilities, and financial responsibilities that each partner brings to the marriage. Financial planning for … [Read more...]

Do You Need a Will?

Who Doesn't Need a Will? A will is often the cornerstone of an estate plan, and in most cases, yes, you should have one. A will can enable you to leave your property to anyone you choose - be it your partner or spouse, a child, other relatives, friends, a trust, or a charity - as well as make clear your intentions for healthcare and financial matters if you are incapacitated. Guardian for Minor … [Read more...]

A Primer on Charitable Giving

Charitable giving can play an important role in many estate plans, although this may change with upcoming tax law changes. Philanthropy’s true reward is deep personal satisfaction, but it can also give an income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. There are many ways to give to charity other than tossing bills into … [Read more...]

CNBC News: Maura Griffin on Same-Sex Planning

CNBC News: Blue Spark's Maura Griffin on Same-Sex Financial Planning Financial advisors recommend couples thinking about same-sex financial planning have a discussion about how the Supreme Court decision will affect their finances and consider the ramifications of all possible outcomes. "One size is not for all, so one broad answer wouldn't address the factors involved. The financial choices are … [Read more...]

Blue Spark Capital Advisors

We're a fee-only Registered Investment Advisory and financial planning firm based in New York City and the Berkshires.

We specialize in working with women after divorce, death of a spouse, or other life transitions such as retirement or job change. We provide financial planning and investment management services.

We believe in a holistic approach. Movement in each piece of your financial plan impacts the others, so we consider your entire picture.

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41 Madison Avenue (40th Floor)
New York, N.Y. 10010
(212) 537-3899

93 Church Street
Lenox, Mass. 01240
(413) 551-4445

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"Integrity without knowledge is weak and useless, and knowledge without integrity is dangerous and dreadful."
– Samuel Johnson (1709-1784)
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